当地时间 3 月 9 日，伊朗外长阿拉格齐在接受美国公共广播公司（PBS）采访时表示，他不认为伊朗新任最高领袖会考虑与美国方面对话，或重新进行谈判。伊朗外长说冲突责任全在美以阿拉格齐强调，中东地区石油生产和运输放缓、甚至停滞，整个地区变得不安全，这些责任都在于美国和以色列，伊朗对此“不负有责任”——这是一场“强加于伊朗的战争”，伊朗所做的只不过是“合法且正当的自卫”。(金十)

1. 易理华：ETH 在 2000 美元以下是抄底机会，短线和长线胜率都大；2. 美国司法部要求重审 Tornado Cash 联合创始人 Roman Storm；3. 分析：去年第四季度华尔街共向美国 Solana ETF 投入 5.4 亿美元；4. 以太坊基金会推出 ERC-8183，旨在解决 AI Agent 之间的商业互信问题；5. 新地址 minder42 花费 3.29 万美元押注美军将于 3 月 14 日前进入伊朗；6. Eigen 基金会：未来几天将进行 EIGEN 内部钱包转移，不涉及解锁或出售；7. CFTC 主席阐述未来重点工作：将确立加密规则并结束与美 SEC 的监管冲突；8. Defillama 创始人：大多数 Crypto 垂直赛道都在变成双寡头垄断。

A long-term investment strategy in Alphabet stock could have transformed a total contribution of $52,000 into approximately $365,000 over a decade. According to NS3.AI, this hypothetical outcome is attributed to a Buffett-style buy-and-hold approach, coupled with consistent monthly investments of $350, even during market downturns. This strategy highlights the potential benefits of maintaining a steady investment plan over time, regardless of market fluctuations.

Silicon Valley-based venture capital firm Electric Capital Partners and investment bank Goldman Sachs emerged as the leading purchasers of spot Solana exchange-traded funds (ETFs) since their launch in the United States in October last year. According to Cointelegraph, data from Bloomberg ETF analyst James Seyffart reveals that the top 30 institutional holders of U.S. spot Solana ETFs acquired over $540 million worth of these funds during the quarter. Electric Capital and Goldman Sachs led the pack with investments of $137.8 million and $107.4 million, respectively, in Solana ETF exposure. Other significant investors included Elequin Capital, SIG Holding, and Multicoin Capital, completing the top five. Notable institutions such as Morgan Stanley and Citadel Advisors also participated in the purchase of spot Solana ETFs following Bitwise's launch of the first Securities and Exchange Commission-approved spot Solana ETF on October 28. Seyffart's analysis is based on 13F filings submitted to the SEC in mid-February, which require institutions managing over $100 million in assets to disclose their Q4 holdings and position sizes. Investment advisors represented the largest share of spot Solana ETF ownership, totaling over $270 million, followed by hedge fund managers with $186.4 million. Holding companies and brokerage firms accounted for $59.5 million and $20.3 million, respectively, while banks held $4.5 million. The $540 million in Solana ETF holdings corresponded to approximately 4.3 million SOL tokens. However, these tokens have experienced a decline of over 30% in market value since the end of Q4, dropping from $124.95 to $86.53 at the time of writing. Despite the decrease in Solana's price, Bloomberg ETF analyst Eric Balchunas highlighted on Thursday that cumulative flows into spot Solana ETFs have remained robust in recent months. Balchunas pointed out that 50% of Solana ETF assets are held by firms filing 13F reports, suggesting a more committed investor base. Data from Farside Investors indicates that U.S. spot Solana ETFs have attracted $952 million worth of inflows since their introduction in the U.S. This sustained interest underscores the confidence of institutional investors in Solana ETFs, even amid fluctuations in the cryptocurrency's market value.

根据彭博社 ETF 分析师 James Seyffart 分享的 13F 文件数据，2025 年第四季度，前 30 家机构持有者共向美国现货 Solana ETF 投入超过 5.4 亿美元。风险投资公司 Electric Capital 和投资银行 Goldman Sachs 分别以 1.378 亿美元和 1.074 亿美元的持仓位居前二，其他知名买家包括 Morgan Stanley 和 Citadel Advisors。在投资者类别中，投资顾问以超过 2.7 亿美元的认购额成为最大买家，其次是对冲基金（1.86 亿美元）。尽管自去年 10 月推出以来 SOL 价格有所波动，但 ETF 的累计流入量保持稳定，目前总流入额已达 9.52 亿美元。(Cointelegraph)

Investment advisors were the biggest buyers of the US-based spot Solana ETFs at over $270 million, while hedge fund managers came in next at $186 million. source: https://cointelegraph.com/news/financial-institutions-bought-540m-solana-etfs-q4?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

A newly created address, identified as "minder42," has placed a $32,900 bet on the likelihood of the U.S. military entering Iran before March 14. According to NS3.AI, this wager was made approximately 20 hours ago.

An on-chain trader, identified by the wallet address 0x8A21...12F0, has successfully realized a profit of 505 ETH through strategic buying and selling over a six-month period. According to NS3.AI, the trader initially sold 499 ETH at a price of $4,434 each, amounting to a total of $2.21 million. A subsequent transaction was executed just two hours ago, further contributing to the trader's profitable strategy.

据 Lookonchain 监测，交易员 (0x8A21...12F0) 在 6 个月前以 4434 美元的价格卖出 499 枚 ETH，价值 221 万美元。两小时前，该交易员以 2070 美元的均价买入 1004 枚 ETH，价值 208 万美元。

Arthur Hayes：在所有指标上，Hyperliquid都是全加密行业最高质量的项目。

移动互联网从App Store开放到微信出现用了三年，涌现了改变十亿人隐私边界的产品。这一次的速度，比那次快。这一次进入的是物理世界。没有人知道，这意味着什么。

Nigel Farage has doubled down on his bet on Bitcoin after investing £215,000 in Stack BTC, a London-listed firm focused on building a corporate Bitcoin treasury.

上司加密货币矿企是否有新的催化剂来吸引人工智能基础设施投资者？

Bhutan transferred 175 Bitcoin worth about $11.85 million on Monday, bringing its total Bitcoin movements in 2026 to roughly $42.5 million. Despite these small transfers, the government still holds more than 5,400 BTC valued at around $372 million.

Agentic commerce，本质上是授权问题；RWA与链上Credit，难点是验证问题；On-chain FX，最终是资本效率问题。

投资机构认为OpenAI估值过高，28倍市销率远超英伟达；盈利前景不明，预计持续烧钱至2030年且依赖算力重资产投入；竞争对手Anthropic以更优的成本控制分流了市场投资热情。

本文综述企业部署及应用OpenClaw风险管理相关内容，供参考。

“如果伊朗冲突是短暂的，油价就不会持续走高。如果油价没有持续走高，通货膨胀就不会飙升到离谱的程度。”

人工智能,AI Agent,OpenClaw,LLM,20000月薪养得起“龙虾”吗？五个值得关注的误读 金色财经,现在的“虾”，不一定是适合你的那一只。